BTW
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Boston Trust Walden’s W.R. Berkley WRB Stock Holding History

Boston Trust Walden’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-169,644
Closed -$4.26M – 385
2019
Q1 		$4.26M Sell
169,644
-329,451
-66% -$7.77M 0.06% 239
2018
Q4 		$10.9M Buy
499,095
+46,507
+10% +$1.05M 0.17% 165
2018
Q3 		$10.7M Buy
452,588
+10,244
+2% +$233K 0.15% 183
2018
Q2 		$9.49M Buy
442,344
+26,338
+6% +$586K 0.14% 187
2018
Q1 		$8.96M Sell
416,006
-361
-0.1% -$7.53K 0.14% 192
2017
Q4 		$8.84M Buy
416,367
+11,131
+3% +$227K 0.13% 198
2017
Q3 		$8.01M Buy
405,236
+66,433
+20% +$1.33M 0.12% 198
2017
Q2 		$6.94M Buy
338,803
+14,499
+4% +$293K 0.11% 205
2017
Q1 		$6.79M Sell
324,304
-4,036
-1% -$83K 0.11% 205
2016
Q4 		$6.47M Buy
328,340
+10,567
+3% +$190K 0.1% 206
2016
Q3 		$5.44M Sell
317,773
-3,902
-1% -$67.5K 0.09% 212
2016
Q2 		$5.71M Buy
+321,675
New +$5.35M 0.1% 213

Other funds holding WRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return